See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,686 | $30,400-22.1% | $53,898-56.1% | $84,808-72.1% |
| Participation rate | 43.2% | 46.4%-3.2pp | 55.0%-11.7pp | 68.3%-25.1pp |
| Annual return | 26.40% | 500.19%-473.8pp | 528.60%-502.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,101 | $603+82.7% | $932+18.1% | $2,631-58.2% |
| Participant deferral / active EE | $2,063 | $1,199+72.1% | $1,826+13.0% | $4,212-51.0% |
| Admin fee / account holder | $1,526 | $1,993-23.4% | $2,491-38.7% | $7,344-79.2% |